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Talen Energy Corporation

TLN Utilities
$316.14 +$4.69 (1.51%)
Market Cap: $14.45 B
Gurus Holding
10
Popularity Rank
#491
% of Shares Held
5.45%
Net Activity (Q4 2025)
+$112.26 M

Guru Ownership Trend

Guru Analysis for Talen Energy Corporation (TLN)

Talen Energy Corporation (TLN), a key player in the Utilities sector, continues to attract institutional attention.

As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $787.98 M.

Top institutional holders include Steve Mandel and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $112.26 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 46.9%.

Key Holders

Top 5 by Value

$484.49 M
$133.95 M
$124.12 M
$99.42 M
$28.43 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$278 M
Total Buy Value
New Buys 3
Additions 5
-$165.73 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Talen Energy Corporation (TLN)

Major holders include Steve Mandel ($484.49 M), Steven Cohen ($133.95 M), Howard Marks ($124.12 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.49 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $112.26 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited TLN. The total reported sell value was $165.73 M.

Yes, 3 managers opened new positions in TLN, and 5 increased their existing holdings. The total reported buy value was $278 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.56% Add 8.4% 1,292,516 $484.49 M Q4 2025
0.15% New Buy 357,349 $133.95 M Q4 2025
1.77% Add 13.7% 331,117 $124.12 M Q4 2025
0.36% Add 78.4% 265,244 $99.42 M Q4 2025
0.15% Add 6605.8% 75,842 $28.43 M Q4 2025
0.08% Add 9.2% 59,982 $22.48 M Q4 2025
0.27% Reduce -46.9% 50,389 $18.89 M Q4 2025
0.33% New Buy 43,761 $16.4 M Q4 2025
0.00% Reduce -3.3% 12,113 $4.54 M Q4 2025
0.38% New Buy 4,200 $1.57 M Q4 2025
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